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HiBob: How do I link my account?

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Prerequisites

Before getting started, please carefully read the following to make sure you fulfill all requirements for the integration to work:

  • Your account belongs to the Admins permission group of your company's HiBob instance, or a person whose account belongs to the Admins permission group has shared their access with you. This is necessary for retrieving the API credentials, as explained later in this guide.

To verify that you have access to create API credentials:

  1. Log into your company's HiBob instance and navigate to the top left corner. Click on the products icon.
  2. After pressing the products button, a menu will open, and you should see the System Settings option.

If you cannot see the System Settings option, it means that your account does not belong to your company's Admins permission group, and you cannot complete this guide.

Create a new service user

  1. Log into your HiBob instance (or that of the admin account that was shared with you)
  2. Click on the link or follow steps 3 and 4 to go to the service user tab of your system settings
  3. Go to System Settings > Integrations
  4. Search for the Service Users card and press the Manage button
  5. Press Create Service User.
  6. Enter a display name for the service user, for example, "Acme Integration Service User" and press Create to continue
  7. You will now be able to view the credentials of the service user. Copy-paste them into the connection flow.
    SCR-20240502-jlvy.png

Creating a permission group

  1. Go to the permissions settings by clicking on this link, or by pressing the Go to permissions group button in the same dialog that was shown after creating the service user
  2. Press Create permission group. A menu will open, then press Service user
  3. Enter a Group name, i.e. "Integration service users".
  4. In the Select service users section, search for the user that was created on the previous step. The click on Create
  5. Press Confirm

Configuring necessary permissions for service user

  1. Click on the People's data tab.Hibob_go_to_People_s_data_tab.pngUpdate the people who are exposed to this permission group. To select all users, press Select people by condition then Edit.
  2. Select all available fields (Hired, Employed, Terminated, Garden Leave, Leave, Parental Leave). Click Apply to save the changes.
  3. After selecting the people this permission group can access, you need to select the specific permissions for the integration. The connection flow will provide a list of all the required permissions for People's data.

    Please note: The above is just an example. It will be different in your case.
  4. Under Access data for, locate all of the permissions listed in the connection flow and enable them
  5. Once all required permissions are selected, click Save in the top right
  6. You will see a confirmation of all permissions granted; click Apply

    Please note: The above is just an example. The listed permissions will be different in your case.
  7. After having clicked Apply, please wait for roughly 10 seconds. HiBob is still processing your changes, and it typically takes a moment before they are fully updated. After having waited, click on Set up integration in the connection flow

Troubleshooting

Missing permissions!

In some cases, the connection flow may display that you are missing permissions even though they are selected in the HiBob interface. If this is the case, you may need to configure specific field-level access. Please view our guide on this subject below:

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